Jeffrey brings over 30 years of experience to the firm. In 1989 he joined the firm, operating as a clerk until he was elected president in 1995. He oversees all trading in the US listed and International equities for large institutional clients. Jeffrey graduated from USC with a degree in Finance. After graduation, he worked for Cherry Valley Partners where he learned the equity business, also trading futures and bonds. Jeffrey holds licenses for the Series 7, Series 63, Series 55, Series 24, and Series 14.
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